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Top performers: 14 funds to watch

We’re proud to shine a spotlight on 14 guaranteed investment funds that were top quartile performers as of December 31, 2024.

Updated
4 min. read

BMO Insurance offers a wide choice of Guaranteed Investment Funds to help meet investors’ needs.

We’re proud to shine a spotlight on 14 funds that were top quartileFootnote 1 performers as of December 31, 2024.

14 funds that were top quartile performers in 2024
FundsGuarantee & Sales ChargeMorningstar Category
BMO Canadian Balanced growth GIF100/100 - Class A100/100 - Class F100/100 - Class A PrestigeCanada Insurance Tactical Balanced
BMO Canadian Income Strategy GIF100/100 - Class FCanada Insurance Tactical Balanced
BMO North American Income Strategy GIF100/100 - Class F100/100 - Class A PrestigeCanada Insurance Tactical Balanced
BMO Growth ETF Portfolio GIF75/75 - Class F75/75 - Class F PrestigeCanada Insurance Global Equity Balanced
BMO U.S. Balanced Growth GIF100/100 - Class A100/100 - Class F100/100 - Class A PrestigeCanada Insurance Global Equity Balanced
BMO Sustainable Global Multi-Sector Bond GIF75/100 - Class F75/75 - Class F75/75 - Class F PrestigeCanada Insurance Global Fixed Income
BMO Balanced ESG ETF GIF100/100 - Class F75/100 - Class F75/75 - Class F75/75 - Class F PrestigeCanada Insurance Global Neutral Balanced
BMO Global Income & Growth GIF75/100 - Class A75/100 - Class A Prestige75/100 - Class F75/75 - Class A75/75 - Class A Prestige75/75 - Class F75/75 - Class F PrestigeCanada Insurance Global Neutral Balanced
BMO Sustainable Global Balanced GIF75/100 - Class F75/75 - Class F75/75 - Class F PrestigeCanada Insurance Global Neutral Balanced
BMO Global Innovators GIF75/100 - Class A75/100 - Class A Prestige75/100 - Class F75/75 - Class A75/75 - Class A Prestige75/75 - Class F75/75 - Class F PrestigeCanada Insurance Global Equity Balanced
BMO Asset Allocation GIF100/100 - Class F75/100 - Class F75/75 - Class F75/75 - Class F Prestige75/75 - Class A PrestigeCanada Insurance Canadian Neutral Balanced
BMO Canadian Income & Growth GIF75/100 - Class A75/100 - Class A Prestige75/100 - Class F75/75 - Class A75/75 - Class F75/100 - Class F PrestigeCanada Insurance Canadian Neutral Balanced
BMO Monthly Income GIF75/75 - Class F PrestigeCanada Insurance Canadian Neutral Balanced
BMO Dividend GIF75/75 - Class F PrestigeCanada Insurance Canadian Dividend & Income Equity

Footnote Details 1The Morningstar Absolute Quartile Rankings are compiled by sorting the funds by returns relative to the segregated funds within the same peer group and range from 1 to 4 for all time periods covered and can change monthly. The top performing 25% of funds in each fund category are assigned a ranking of 1, the next 25% a 2, etc. As at December 31, 2024, the number of funds in each category were as follows: 204 funds in Canada Insurance Tactical Balanced; 967 funds in Canada Insurance Global Equity Balanced; 157 funds in Canada Insurance Global Fixed Income; 944 funds in Canada Insurance Global Neutral Balanced; 1,071 funds in Canada Insurance Global Equity; 1,374 funds in Canada Insurance Canadian Neutral Balanced; 292 funds in Canada Insurance Canadian Dividend & Income Equity. Source: Morningstar.ca

BMO GIF Performance Portal

Visit the portal to access Guaranteed Investment Fund profiles and performance information.

Segregated funds may be attractive to investors who want to tap into the growth potential of the markets while also enjoying protection from downside volatility. As with any investment, it’s essential to do your research and consult with your advisor to find a solution that works for you.

 

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